“We have been through a variety of political dispensations in the last three decades and growth has been in the 6-7% area. India rarely grows much faster than 7% and rarely grows much slower than 6%,” says Saurabh Mukherjea, Marcellus Investment Managers. Tell us what exactly were the conversations like when you were sitting far … Read more
Dalal Street’s top stock picker Saurabh Mukherjea, who handles HNI money worth around Rs 8,500 crore in his PMS firm Marcellus, has picked three new stocks in his portfolio recently – City Union Bank, Tube Investments, and Narayana Hrudayalaya. While adding the smallcap City Union Bank to his financials-focused Kings of Capital Portfolio (KCP) fund, … Read more
Top PMS fund manager Saurabh Mukherjea, whose firm Marcellus handles HNI money worth around Rs 10,000 crore, has picked 4 new smallcap stocks in his Little Champs portfolio. Other than that, in his bank-focused Kings of Capital portfolio Home First Finance has been replaced with MAS Financial Services while SKF India is the new stock … Read more
Not everyone on the Street is a bear on HDFC Bank, whose shares fell up to 9% on Wednesday after reporting mixed numbers in its December quarter results. Global brokerage firm CLSA has hiked its target price on HDFC Bank to Rs 2,025 from Rs 1,900, Axis Securities to Rs 1,975 from Rs 1,800 while … Read more
